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Join investment advisor representative Marsha Harris for financial and retirement planning help on the Marsha on Money Podcast. Marsha is the Founder & CEO of Unified Wealth & Retirement Planning based in Fort Wayne, Indiana. As a fiduciary, Marsha helps clients make financial decisions that are in their best interests to help them get to, and through, retirement. She's the kind of advisor you can feel good about sending mom to...If you need help with your 401(k), IRA, and other retirement a ...
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On this week's show, we will answer some listener questions that have been sent in. We will discuss investing excess money from downsizing, keeping assets separate in a marriage, and if it's a good idea to start taking social security in order to pay off your house. CONTACT Website: https://unifiedwealthplanning.com/ Phone: 260-338-2379 Email: mars…
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Want to know the secrets to experiencing satisfaction in retirement? We’ve discovered five key situations to which your financial plan needs to lead you. If you can key in on these five points, you’ll have a high chance to achieve retirement satisfaction. CONTACT Website: https://unifiedwealthplanning.com/ Phone: 260-338-2379 Email: marsha@unifiedw…
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Being a good advisor isn’t about winning a popularity contest or just saying the same things that everyone else in the industry says. It’s about giving the best advice that you can for each individual situation. On today’s show, we’re going to peel back the curtain to discuss some areas where a good financial advisor’s opinions might go against the…
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People have many reasons for procrastinating when it comes to putting a retirement plan together. Let’s explore some of those excuses and why they can be dangerous, and talk about how to overcome them. CONTACT Website: https://unifiedwealthplanning.com/ Phone: 260-338-2379 Email: marsha@unifiedwealthplanning.com Location: Fort Wayne, Indiana Click …
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It seems that most people don’t have a clear picture of whether they should contribute to a traditional IRA or a Roth. Let’s discuss how to determine what’s best for you… CONTACT Website: https://unifiedwealthplanning.com/ Phone: 260-338-2379 Email: marsha@unifiedwealthplanning.com Location: Fort Wayne, Indiana Click the following link to get your …
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Let's play along with a multiple choice retirement quiz. See how you fare and listen as Marsha breaks down some of the answers. CONTACT Website: https://unifiedwealthplanning.com/ Phone: 260-338-2379 Email: marsha@unifiedwealthplanning.com Location: Fort Wayne, Indiana Click the following link to get your no-cost Tax Free Retirement Toolkit! https:…
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We’ve assembled a list of priorities to keep in mind as you count down the days to retirement. From focusing on your health to thinking about a post-retirement career, which of these should you get started on? CONTACT Website: https://unifiedwealthplanning.com/ Phone: 260-338-2379 Email: marsha@unifiedwealthplanning.com Location: Fort Wayne, Indian…
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Most people assume tax planning is only done in April, but tax planning for the long-term impact of taxes on your retirement is just as important. On today's episode, we'll explore tax planning for retirement. CONTACT Website: https://unifiedwealthplanning.com/ Phone: 260-338-2379 Email: marsha@unifiedwealthplanning.com Location: Fort Wayne, Indian…
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It’s been said that if you don’t have an income plan, you don’t really have a retirement plan. Does Marsha agree? CONTACT Website: https://unifiedwealthplanning.com/ Phone: 260-338-2379 Email: marsha@unifiedwealthplanning.com Location: Fort Wayne, Indiana Click the following link to get your no-cost Tax Free Retirement Toolkit! https://hza007oh.pag…
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There are plenty of external factors that often negatively influence our chances of having a successful retirement. But often, failure comes from within. On this episode, we’ll talk about some of the common ways people get in their own way when it comes to financial planning. CONTACT Website: https://unifiedwealthplanning.com/ Phone: 260-338-2379 E…
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How she got into the business. Her planning philosophy. What you'll get out of listening to this podcast. We'll cover those topics and more in this first edition of the Marsha on Money Podcast as we get to know more about Marsha as a person, business owner, and financial planner. CONTACT Website: https://unifiedwealthplanning.com/ Phone: 260-338-23…
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